Click our names below to learn more about us:
Russell Smith, B.A. (Oxon), CIM
Director, Portfolio Manager
Kevin Mah, BSc, CFA
Telephone: 604-844-5423 firstname.lastname@example.org
Russell and Kevin’s practice is founded on an understanding of each client's individual needs, combined with mutual trust and respect. Their shared passion for service and client communication makes tailoring a personal financial strategy both pleasurable and rewarding.
From the onset of a client relationship, Russell and Kevin’s principle objective is to listen and learn about the person who or the family which has entrusted them with their money and appreciate what’s most important in their lives. By understanding their clients' aspirations for the future they can provide personalized advice and service that offers confidence and perspective.
Russell and Kevin have the privilege of working with individuals, families, businesses and not-for-profit organizations. They hope to engage each client in a way which will leave them delighted by the service they receive. They always strive to be accessible, whether by telephone, email or in person, to answer questions and review portfolios.
Russell and Kevin offer discretionary portfolio management services on a fee basis as well as investment advisory services on a transactional basis with commissions. Since 1923, Odlum Brown’s business model has centered on aligning the firm’s interests with the interests of its clients.
By working with Russell and Kevin all clients have access to Odlum Brown Financial Services Limited to develop a financial plan that will complement their investment strategy. As part of producing a comprehensive plan, Russell and Kevin welcome the opportunity to discuss family financial security and wealth transfer.
Investing for You
Russell and Kevin are strong advocates of Odlum Brown’s independent equity research and the fixed income expertise of Hank Cunningham; both of which are invaluable in constructing customized portfolios for each client’s individual needs.
They encourage clients to be involved in the management of their investments as much or as little as they would like to be. Investment experience is not necessarily the most important element when investment strategies are discussed. What matters most is respect for where the money comes from, the effort that was made to build the wealth; and the hopes and aspirations which the wealth may offer. As part of building a unique portfolio, Russell and Kevin show the utmost respect for their clients' ethical and social views.
Being employee-owned means that we’re all invested in what happens here. As an independent firm that doesn’t participate in investment banking or trade for its own account, Odlum Brown is solely focused on one activity: advising individual clients on how to grow and preserve their wealth.
Russell and Kevin are proud to work with a number of organizations where they are responsible for accepting and processing donations, such as:
- St. George's School
- Vancouver Opera
- West Vancouver Presbyterian Church
- York House School
Therefore, they are also strong proponents of the benefits of donating shares “in-kind.”
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